Zurich Cantonal Bank
HTBK

Zurich Cantonal Bank’s Heritage Commerce HTBK Stock Holding History

Zurich Cantonal Bank’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-40,248
Closed -$483K – 2996
2025
Q4 		$483K Buy
+40,248
New +$437K ﹤0.01% 1807

Other funds holding HTBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zurich Cantonal Bank's HTBK Position: Q1 2026 in Review

Zurich Cantonal Bank opened a new position in Heritage Commerce (HTBK) in Q1 2026: 65,026 shares worth $812K. The stake represents ﹤0.01% of the portfolio and ranks #1552 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in HTBK as recently as Q3 2025.

Zurich Cantonal Bank first reported a position in HTBK in Q4 2017 and has held it in 33 quarters since. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • Zurich Cantonal Bank held 65,026 shares of Heritage Commerce worth $812K as of Q1 2026.
  • Heritage Commerce was a new Zurich Cantonal Bank position in Q1 2026.
  • Heritage Commerce made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #1552 holding.
  • Zurich Cantonal Bank first reported a position in Heritage Commerce in Q4 2017 and has held it in 33 quarters since.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.